I have just found out from my sister in passing that last year my 80 year old mother received a UK pension and I am wondering what I need to do about this in regards the revenue and tax?
As a bit of background, my father passed away a few years ago and my sister was appointed the executor of the Will so she was left to deal with everything. My parents are both Irish and Irish domiciled but my father was in the UK Air Force for a decade in the 60s and it turns out was entitled to a UK pension. Apparently last year they wrote to my mother and advised her she was due a lump sum of around 30k as he had never collected it along with a small weekly pension of around 50 euro a week. So my mother is now in receipt of the lump sum and an ongoing 50 euro a week from the UK. She is 80 years old and barely has a clue what goes into her bank account let alone anything relating to taxes. My sister now lives abroad and so doesn't have any day to day dealings with my mother and her accounts. I guess they were just going to leave it there and do nothing about it as they didnt know any better.
Only that I overheard my sister mention my mother is now getting the UK pension did I enquire further. As it is she currently pays a small amount of PAYE on a private Irish pension. My question really is what does my mother need to do about this UK pension? I have tried looking online and it appears as though she needs to fill in a form 11 or 12! How the Revenue expect an 80 year to know about and complete these forms is insane to me!
What form does she need to complete?
Would she even own tax on the lump sum she received?
Does she need to now complete these forms every year for the rest of her life?
Is there an easier way to advise the Revenue of what she got?
She has already spent most of the lump sum on house repairs so if she owes tax on that can she pay it back monthly over a number of years instead of in one go?
Appreciate any advice anyone has, its all very complicated.
As a bit of background, my father passed away a few years ago and my sister was appointed the executor of the Will so she was left to deal with everything. My parents are both Irish and Irish domiciled but my father was in the UK Air Force for a decade in the 60s and it turns out was entitled to a UK pension. Apparently last year they wrote to my mother and advised her she was due a lump sum of around 30k as he had never collected it along with a small weekly pension of around 50 euro a week. So my mother is now in receipt of the lump sum and an ongoing 50 euro a week from the UK. She is 80 years old and barely has a clue what goes into her bank account let alone anything relating to taxes. My sister now lives abroad and so doesn't have any day to day dealings with my mother and her accounts. I guess they were just going to leave it there and do nothing about it as they didnt know any better.
Only that I overheard my sister mention my mother is now getting the UK pension did I enquire further. As it is she currently pays a small amount of PAYE on a private Irish pension. My question really is what does my mother need to do about this UK pension? I have tried looking online and it appears as though she needs to fill in a form 11 or 12! How the Revenue expect an 80 year to know about and complete these forms is insane to me!
What form does she need to complete?
Would she even own tax on the lump sum she received?
Does she need to now complete these forms every year for the rest of her life?
Is there an easier way to advise the Revenue of what she got?
She has already spent most of the lump sum on house repairs so if she owes tax on that can she pay it back monthly over a number of years instead of in one go?
Appreciate any advice anyone has, its all very complicated.